HANDBOOK
The Ultimate Coda Handbook for Sales Teams
Connect your team, data, and processes with these Coda solutions.
Brian Lederman
Templates to evolve your sales productivity
Sales team hub
A one-stop shop for everything related to your sales team, projects, and processes.
Account hub
A single source of truth for all your sales team’s account planning.
CRM
Your central relationship hub. Move your best opportunities forward by organizing all in one place. 
Mutual action plan
Improve the buying experience and keep everyone aligned throughout the process.Manage your sales pipeline
Docs to help you track a buyer's journey.
Get ahead with these playbooks
Document your team's best practices, tactics, and strategies.
Packs to get your numbers up and to the right
Bring all of the tools your team loves into one place.
Enterprise$30
Salesforce
By Coda
Two-way sync
Connect the world's #1 CRM platform with Coda.
Pro$5
Gmail
By Coda
Two-way sync
See and send emails from your doc by connecting to Google.
Free
Calendly
By Punit Shah
Sync your Calendly links and scheduled events
Enterprise$30
HubSpot
By Coda
Two-way sync
Connect your HubSpot CRM platform to Coda.
Team$10
QuickBooks
By Skilled Agents
Two-way sync
Manage your QuickBooks Online companies from your docs.
Pro$5
Google Contacts
By Coda
See and update your contacts from doc.
Docs in Sales & customer success
docs
Copyable
Google Calendar + Coda
Organize your time and meetings right inside a Coda doc with the Google Calendar pack.
Shishir's Color-What-Matters Calendar Guide
Why (& how) coloring your calendar can solve your time issues. 
The Knowledgement Starter Kit: Wikis, knowledge bases, and knowledge hubs
A collection of free, time-saving templates for managing information.
Flexible Invoice System
This is a template to illustrate how a Coda doc can become a light-weight invoicing system.
Webflow Pack: Start Here
The Webflow Pack is here to give you more flexibility while working with the Webflow CMS, enabling all the power of Coda with your Webflow data.
Analyze your time with Google Calendar
This is a template to illustrate how a Coda doc can become a powerful way to understand how you spend your time.Coda + Intercom
View, tag, and analyze Intercom conversations right in your Coda doc. This template contains 3 ways you can interact with your customers from Intercom.Product Launch Template: The 8 proven tools to execute a flawless product launch
Copy this template certified by Product School to plan and execute successful product launches.
Wedding Planning Template
This wedding planning template can be your all-in-one, 100% customizable tool to plan your wedding. Forget all the separate spreadsheets, docs, to-do lists, and photo boards. Bring it all together and stay organized in just the way you want in Coda!
Vendor Scorecard for Inventory Management
Track the performance of the vendors you're purchasing from to better estimate everything from lead times to damage rates.
Tracking Suppliers & Purchase Orders
This Coda doc allows you to tracks purchase orders to your suppliers. Event Sponsorship Sales Tracker
Track your sponsorships in a shared space that gives transparency to your event sales team, your event marketing team and everyone else within the organization.Automate the $*%! out of user research so it's not painful — and actually happens
Get user insights without the overhead. We built this process to stay close to users as we built Coda's Packs platform. With no dedicated researcher, we automated painful logistics and leveraged the team for insights — improving the product immensely.
The Customer-First Toolkit: How I meet 500+ customers a year as a CEO
The tools, templates, and rituals you need to become a human-first leader.